4. Type of management needed for type of planning
Different types of planning:
Notes and checklists
Calendars and appointments
Prioritization and goal setting
Self-management
TYPES OF PLANNING
5. “Things which matter most must never be at the mercy of
things which matter least”
List tasks
Ask yourself, what tasks you need to do and what an be
assigned, delegated or shared
Align your priorities with those of your organization and
project
Organize and execute around those priorities
SETTING PRIORITIES
7. To be successful, be sure to understand:
What needs to be accomplished
Time frames or deadlines
The resources available
The scope of authority they have
ASSIGN
8. Write it down
Overestimate time
Hours in your work day
List the most important tasks first
A = Must get done
B = Complete; only after A’s are completed
DAILY “TO DO” LIST
9. Use the tools
Create check in points
Ask questions
Follow up
CONTROL
10. Daily planning becomes more of a function of daily adapting,
of prioritizing activities and responding to unanticipated
events, relationships, and experiences in a meaningful way
Take a few minutes each morning to review your schedule
As you overview the day, you can see that your roles and goals
provide a natural prioritization that grows out of your innate
sense of balance
DAILY ADAPTING
11. Go back and review your initial goals, milestones and
timelines
Did you meet them?
If yes, celebrate!
If no, identify what happened and correct
EVALUATE
12. Identify 1 or 2 new actions to begin
Get a support partner
Be intentional and consistent with actions for 6 weeks
Experience success: actions are now habits
Identify 1 or 2 new actions to begin
Repeat the process
NEXT STEPS